Tax

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

Featured Video

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Building a Plan: Tax Strategies for Retirement Income

Ready to live your ideal retirement? Learn tax-efficient withdrawal strategies to help make your savings work harder for you.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

• Articles

  Making Cash Flow Count with Tax-Smart Strategies

  Discover how managing your cash flow can help you improve your tax situation and move closer to your long-term goals.

  Tax Strategies to Help Maximize Returns and Minimize Burdens

  Looking to reduce your tax burden? Learn tax-efficient investment strategies that could help you keep more of your money.

  Saving to Spending: Build a Tax-Smart Withdrawal Strategy

  Maximize your hard-earned assets and set the stage for a rewarding retirement with a tax-intelligent withdrawal strategy.

  Capital Gains Tax When Selling Your Home

  If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

  Filing Final Tax Returns for the Deceased

  The federal government requires deceased individuals to file a final income tax return.

  Do You Owe The AMT?

  If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

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• Calculators

  Social Security Tax Estimator

  Estimate how much of your Social Security benefit may be subject to federal income tax.

  Home Mortgage Deduction

  Use this calculator to assess the potential benefits of a home mortgage deduction.

  Federal Capital Gains Tax Estimator

  Estimate your potential federal capital gains tax liability on the sale of an asset.

  View all calculators

• Videos

  Making Your Tax Bracket Work

  Have you explored all your options when it comes to managing your taxable income?

  The Facts About Income Tax

  Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

  View all videos